Instructor - Owner
With more than 20 years of experience in the financial services industry, Keith has helped hundreds of people reach their goals. He is a fourth-generation Montanan and established business leader who brings a wealth of practical, real-world experience to the topics of financial and tax planning.
Keith began his financial services career in the mid-90s, after a successful career in ranching. His desire to work in the financial world and his love of helping others reach their financial potential led him to a life of planning, teaching and guiding. In addition to helping others plan their future, Keith is the immediate past president of the Cascade County Estate Planning Council, past president and state board member of the National Association of Insurance and Financial Advisors, and teaches the popular Retirement Planning Today class at both Great Falls College-MSU and Helena College-UM. Keith is regularly called upon to teach Continuing Education classes by CPA groups and other financial professionals on topics relating to retirement planning.
He and his wife Kathy are active in their church; enjoy traveling and spoiling their nine grandchildren.
Press Articles and Media:
Articles published in the Great Falls Tribune:
Social Security important in retirement income planning.... VIEW ARTICLE
Social Security: The choice of a lifetime.... VIEW ARTICLE